New Purchase Order - Insert Line Item

Click on the Insert Button.  An Insert Panel will be displayed.

Charge Cost To - Enter a two-character code identifying the type of charge.  Choices are FR (Freight), TX (Tax), and WO (Work Order).  A lookup is provided.  Note - the system will automatically add Tax if the Automatic Tax Check Box on the System Initialization screen has a Check Mark in it.  In this event, the TX code will not be included on the lookup and will be rejected if entered manually.

Depending on your selection of the type of charge, one of the following three entry panels will be presented:

Freight

Description of Purchase - This will be defaulted to "Freight Charges" and can be changed.

Freight - Enter the amount of the freight charge.

Taxable - This has been defaulted to non-taxable.  Place a Check Mark in this Check Box if freight should be taxed.

Click on the Save Button to save the freight charge or click on the Cancel Button to exit without saving.

Tax

Total Tax - Enter the amount of the total tax for the Purchase Order.  You can click on the Calculate Button to have the system calculate the tax for you.

Click on the Save Button to save the tax charge or click on the Cancel Button to exit without saving.

Work Order

Description of Purchase - Enter a concise description of the item to be purchased.

Quantity Requested - Enter the desired quantity.

Unit Cost - Enter the Unit Cost.

Taxable - This will be defaulted to Taxable.  Remove the Check Mark from this Check Box if the item should not be taxed.

Click on the Save Button to save the Work Order charge or click on the Cancel Button to exit without saving.

The Entry Panel will be closed after you have saved or canceled any of the above charges.  You will be returned to the screen displaying the Charge Cost To Box and the Done Button.  Repeat the above process for as many charges as you wish to enter.  Click on the Done Button after you have entered the last charge and you will be returned to the Grid.

New Purchase Order - Edit Line Item

 

Double-click on a Line Item to change its data.  An Edit Panel will be displayed.

Description of Purchase - Change the description as desired.

Quantity Requested - Change the quantity as desired.

Unit Cost - Change the unit cost as desired.

Click on the Save Button to save your changes or click on the Cancel Button to cancel them.  In either case, you will return to the Grid.

New Purchase Order - Delete

Highlight a Line Item and click on the Delete Button.  You will be asked to confirm the deletion.

Closing the Purchase Order Screen

When you are finished with the Purchase Order, click on the Exit Door on the Purchase Order screen to return to the Work Order screen.